"System vs. Personal" templates
“System vs. Personal” Templates: One Click Document Generation in Dynamics 365
November 29, 2016

In previous posts we discussed the basics of how to create Word templates in Dynamics 365 and then took a “deeper dive” into some other aspects of Word templates. Today’s blog

Let’s Dive Deeper: One Click Document Generation in CRM 2016
April 19, 2016

In one of our previous blog posts, we offered up an excellent example of how to generate consistently formatted one click Microsoft Word documents. In today’s blog, we are going

It’s Never Been This Easy: One Click Document Generation in CRM 2016
February 29, 2016

Generating documents, or Mail Merge, from Microsoft Dynamics CRM is a feature that has stood the test of time. The process, however, can sometimes be more time consuming than users